Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,843 | $109,411-27.0% | $89,435-10.7% | $158,982-49.8% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.0%-37.2pp | 82.0%-51.2pp |
| Annual return | 14.53% | 345.68%-331.1pp | 245.55%-231.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $399 | $3,173-87.4% | $2,587-84.6% | $4,763-91.6% |
| Participant deferral / active EE | $3,480 | $4,600-24.3% | $3,890-10.5% | $5,983-41.8% |
| Admin fee / account holder | $3,787 | $6,159-38.5% | $4,884-22.5% | $11,252-66.3% |